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Technology Stocks : SONS

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Nov 28 4:00 PM EST

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From: Home-Run	1/1/2005 2:02:55 PM
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When Will Cisco Go Soft? lightreading.com Cisco "still lacks an RBOC-quality, carrier-class Class 5 softswitch," the report says. And the reasons are clear why Cisco likely won't build one from scratch. "This is a big-ticket item ? something that requires a lot of engineers and venture capital to build -- so there aren't a lot of companies out there building them." "There aren't a lot of them out there, the carriers say they need them, and Cisco doesn't have one. We would expect Cisco to buy a softswitch vendor in the next 12 months," writes Insider editor R. Scott Raynovich, one of the report's authors. Possible targets include Cisco reseller Italtel SpA, as well as Sonus Networks Inc. (Nasdaq: SONS - message board), which Cisco has pursued before, the report notes (see Scuttlebutt: Italtel's Up for Grabs and Cisco Skips Class 5 ). - yhoo msg messages.yahoo.com

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